Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Dollar General DG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2
Closed -$235 – 449
2026
Q2 		$235 Buy
+2
New +$227 ﹤0.01% 630
2025
Q2 		– Sell
-7
Closed -$648 – 398
2025
Q1 		$648 Buy
+7
New +$530 ﹤0.01% 479
2023
Q1 		– Sell
-867
Closed -$213K – 172
2022
Q4 		$213K Sell
867
-15
-2% -$3.71K 0.02% 150
2022
Q3 		$211K Buy
882
+6
+0.7% +$1.48K 0.02% 142
2022
Q2 		$215K Buy
+876
New +$204K 0.02% 140
2015
Q3 		– Sell
-3,476
Closed -$270K – 119
2015
Q2 		$270K Sell
3,476
-380
-10% -$28.7K 0.07% 153
2015
Q1 		$291K Buy
+3,856
New +$273K 0.09% 143
2014
Q3 		– Sell
-6,362
Closed -$365K – 150
2014
Q2 		$365K Sell
6,362
-1,415
-18% -$80.9K 0.11% 71
2014
Q1 		$431K Sell
7,777
-210
-3% -$12.2K 0.13% 52
2013
Q4 		$482K Sell
7,987
-1,233
-13% -$72.4K 0.15% 46
2013
Q3 		$521K Sell
9,220
-719
-7% -$39.5K 0.17% 41
2013
Q2 		$501K Buy
+9,939
New +$515K 0.18% 45

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's DG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Dollar General (DG) in Q3 2026, closing a stake of 2 shares — an estimated $235 sold.

Halbert Hargrove Global Advisors first reported a position in DG in Q2 2013 and held it in 12 quarters. The position peaked at $521K in Q3 2013. 424 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Dollar General position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Dollar General shares in Q3 2026, an estimated $235.
  • Halbert Hargrove Global Advisors first reported a position in Dollar General in Q2 2013 and held it in 12 quarters.
  • Halbert Hargrove Global Advisors's Dollar General position peaked at $521K in Q3 2013.
  • 424 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.